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Our Tax Technology Solutions

Cloud based technology designed to drive greater tax function effectiveness and efficiency

Legal Entity Management

A dynamic solution that manages vital company data, documents and organizational relationships.

State Apportionment

A powerful solution to streamline state and city apportionment data and calculations.

Income Tax Provision

A comprehensive income tax accounting solution designed for accuracy and simplicity.

Tax Technology BEYOND the Spreadsheet

Integrated Tax Lifecycle

The Tax Lifecycle is a continuous progression generally started with an enterprise’s annual income tax provision and continuing through the planning and forecasting phases. The process is tied to various regulatory deadlines and must be adhered to.

Tax Lifecycle PROVISION & FINANCIAL STATEMENT AUDIT EXTENSIONS ESTIMATED TAX PAYMENTS TAX COMPLIANCE TAX AUTHORITY AUDITS & DEFENSE AMENDED TAX RETURNS TAX PLANNING & REPORTING BUDGETING & FORECASTING

PROVISION & FINANCIAL STATEMENT AUDIT

At the close of every year and quarter, companies recognize income tax expense or benefit in accordance with FASB Accounting Standards Codification 740, Income Taxes (ASC 740). ASC 740 prescribes the methodology for the recognition, measurement and disclosure of income taxes.

EXTENSIONS

Due to the time constraints endured during the compressed tax accounting close, enterprises generally extend their tax compliance obligations to afford additional time to file income tax returns.

TAX COMPLIANCE

Companies prepare and file their annual income tax returns following a set of jurisdiction-based complex rules and regulations which are subject to ongoing change.

BUDGETING & FORECASTING

Due to the generally large cash outlays required during the tax year, tax obligations should be forecasted to ensure coordination with overall business operations.

TAX AUTHORITY AUDITS & DEFENSE

Tax returns are subject to the scrutiny of the various taxing jurisdictions in which a company operates or may be deemed operating.

TAX PLANNING & REPORTING

As one of the largest expenses on a company’s income statement, income tax planning is necessary to ensure obligations are met without sacrificing tax efficiency.

ESTIMATED TAX PAYMENTS

Companies need to comply with various federal, state, local and country specific rules and regulations to remit estimated tax payments periodically throughout the tax year.

AMENDED TAX RETURNS

Due to a multitude of factors, companies may be required to amend previously filed tax returns that may increase or decrease the amount of tax previously reported.

Latest News

FinCEN says it will postpone effective date of anti-money-laundering rule

FinCEN says it will postpone effective date of anti-money-laundering rule

The Financial Crimes Enforcement Network said Monday that it will revisit the scope of an anti-money-laundering rule that affects small registered investment advisers. It said the effective date was expected to be postponed from Jan. 1, 2026, to Jan. 1, 2028.

Dealing with natural disasters: Prepare by taking these steps today

Dealing with natural disasters: Prepare by taking these steps today

Nearly one-third of adults have done nothing to prepare financially for the possibility of a natural disaster. An AICPA news release offers advice for individuals and businesses.

US House passes stablecoin regulatory framework

US House passes stablecoin regulatory framework

Already approved by the Senate and on its way to the president for signature, the GENIUS Act will require stablecoin issuers to undergo a monthly examination of disclosures. Larger issuers also will be subject to an annual audit.

Overworked or overwhelmed? The two sides of technology

Overworked or overwhelmed? The two sides of technology

Productivity is lacking in the workplace, according to a Microsoft survey, with technology posing both as the problem and the solution.

PCAOB chair to resign

PCAOB chair to resign

Erica Williams, who has held the position since 2022, will step down next week.

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One Big Beautiful Bill Does Better with Permanence, but Is Still Full of Temporary Provisions

One Big Beautiful Bill Does Better with Permanence, but Is Still Full of Temporary Provisions

Several major new tax breaks are scheduled to expire at the end of 2028, setting the stage for another tax fight to either extend them or allow them to expire.  

Oklahoma Continues to Pursue Pro-Growth Tax Reforms, but the Job Is Not Done

Oklahoma Continues to Pursue Pro-Growth Tax Reforms, but the Job Is Not Done

Oklahoma can continue to enhance its competitiveness by pursuing a variety of reforms to the corporate and individual income tax, but it should avoid policies that would negatively impact the economy, like enacting a wholesale elimination of the property tax.

The EU Budget’s CORE Is Rotten

The EU Budget’s CORE Is Rotten

The European Commission proposed new budget options for 2028 to 2034. It is worth zooming in on one new proposal for revenues that would support EU-level spending. The “Corporate Resource for Europe,” or CORE, provides a good opportunity to think through how best to raise revenue for the EU budget.

‘Trump Accounts’ Could Be Better. Here’s How.

‘Trump Accounts’ Could Be Better. Here’s How.

If the federal government really wanted to make saving more accessible for taxpayers, it would swap the proposal for Trump Accounts to replace the complicated mess of savings accounts currently available with universal savings accounts.

Trump Tariffs Threaten to Offset Much of the “Big Beautiful Bill” Tax Cuts

Trump Tariffs Threaten to Offset Much of the “Big Beautiful Bill” Tax Cuts

Our analysis finds that the Trump tariffs threaten to offset much of the economic benefits of the new tax cuts, while falling short of paying for them.

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